Difference between revisions of "Case Reports - My Teams"

From All n One's bxp software Wixi

Jump to: navigation, search
 
(15 intermediate revisions by the same user not shown)
Line 1: Line 1:
−
Within '''Case and Form Management''', there is a section called:
+
The following section reports on a particular team that has been set up within the system.
−
* My Team - Reports
+
 
 +
=='''My Team - Reports'''==
  
 
Within this section, there are seven sub-sections:
 
Within this section, there are seven sub-sections:
Line 11: Line 12:
 
# All ReOpened Cases
 
# All ReOpened Cases
  
−
=='''My Team - Reminders'''==
+
==='''My Team - Reminders'''===
 
*Select the dates in which to report from.
 
*Select the dates in which to report from.
 
*Select the case in which to work on.
 
*Select the case in which to work on.
Line 17: Line 18:
 
*The individual groups will also be listed.
 
*The individual groups will also be listed.
  
−
=='''My Team Contacts'''==
+
==='''My Team Contacts'''===
 
*Select the dates in which to report from.
 
*Select the dates in which to report from.
 
*Select the case in which to work on.
 
*Select the case in which to work on.
Line 23: Line 24:
 
*The casess associated with each user will be listed below their name.
 
*The casess associated with each user will be listed below their name.
  
−
=='''My Team - Statistics'''==
+
==='''My Team - Statistics'''===
 
*Select the dates in which to report from.  
 
*Select the dates in which to report from.  
 
*Select the case in which to work on.  
 
*Select the case in which to work on.  
Line 35: Line 36:
 
# The amount of Updated records per user
 
# The amount of Updated records per user
 
# The total for all users
 
# The total for all users
 +
 +
==='''My Team - Open Cases'''===
 +
*Choose the case.
 +
*A report showing the open cases, per team will be returned to the screen.
 +
 +
==='''My Team - Exception Cases'''===
 +
*Select the dates in which to report from.
 +
*Select the case in which to work on.
 +
*A report showing:
 +
# Case ID
 +
# Incomplete cases
 +
# Complete cases
 +
# Contact  Count
 +
# Their Start/End Time Interaction
 +
# Status of the case
 +
# Duration of the case
 +
for a list of users within that team will be displayed on the screen.
 +
 +
==='''My Team - Case Timing'''===
 +
*Select the dates in which to report from.
 +
*Select the case in which to work on.
 +
*A report showing:
 +
# '''My Teams Case Duration time''' will be returned to the screen.
 +
 +
==='''My Team - All ReOpened Cases'''===
 +
*Select the dates in which to report from.
 +
*Select the case in which to work on.
 +
*A report showing:
 +
# All the reopened cases will be returned to the screen for that team.
 +
 +
 +
[[Category:Module Specific:Case Management]]
 +
[[Category:Module Specific:Data Profiling]]
 +
[[Category:Topic:Case Management]]

Latest revision as of 00:29, 10 November 2014

The following section reports on a particular team that has been set up within the system.

1 My Team - Reports

Within this section, there are seven sub-sections:

  1. My Team - Reminders
  2. My Team - Contacts
  3. My Team - Statistics
  4. My Team - Open Cases
  5. My Team - Exception Cases
  6. My Team - Case Timing
  7. All ReOpened Cases

1.1 My Team - Reminders

  • Select the dates in which to report from.
  • Select the case in which to work on.
  • A report showing reminders for a list of users within the team will be returned to the screen for that period of time.
  • The individual groups will also be listed.

1.2 My Team Contacts

  • Select the dates in which to report from.
  • Select the case in which to work on.
  • A report displaying data for all users in the team will be returned to the screen.
  • The casess associated with each user will be listed below their name.

1.3 My Team - Statistics

  • Select the dates in which to report from.
  • Select the case in which to work on.
  • A report showing:
  1. Outcome breakdown
  2. Agent Breakdown

for everyone in the team will be returned to the screen.

  • A table will also be displayed, showing:
  1. The agent name
  2. The amount of Web entries per user
  3. The amount of Updated records per user
  4. The total for all users

1.4 My Team - Open Cases

  • Choose the case.
  • A report showing the open cases, per team will be returned to the screen.

1.5 My Team - Exception Cases

  • Select the dates in which to report from.
  • Select the case in which to work on.
  • A report showing:
  1. Case ID
  2. Incomplete cases
  3. Complete cases
  4. Contact Count
  5. Their Start/End Time Interaction
  6. Status of the case
  7. Duration of the case

for a list of users within that team will be displayed on the screen.

1.6 My Team - Case Timing

  • Select the dates in which to report from.
  • Select the case in which to work on.
  • A report showing:
  1. My Teams Case Duration time will be returned to the screen.

1.7 My Team - All ReOpened Cases

  • Select the dates in which to report from.
  • Select the case in which to work on.
  • A report showing:
  1. All the reopened cases will be returned to the screen for that team.
Retrieved from ‘https://www.bxpsoftware.com/wixi/index.php?title=Case_Reports_-_My_Teams&oldid=2508’